W-9, The Perfect Start to Perfect 1099's

Live Webinar or Recording

May 15, 2024, 12:00 pm - 1:40 pm Eastern

Credit: CPE: 2, IRS: 2, ATATX: 1.5 (Live Only)

What’s New

• Filing Dates
• Increased Penalties

Questions Answered:

• WHO should receive a W-9
• WHO is responsible for the accuracy of W-9 information
• WHAT does “disregarded entity” mean
• WHAT is the importance of “tax classification”
• WHEN are W-9’s due to Payees
• WHEN should W-9’s be rejected & re-sent to Payees
• HOW can I avoid name & TIN mismatch problems

Time-Saving Tips:

• Advantages of IRS e-services
• Verify TIN, EIN, SSN with IRS e-services
• Train staff to verify the correctness of W-9 information
• Train staff when to backup withholding
• Most common mistakes on 1099’s
• Tips on avoiding IRS penalties
• Importance of Procedural Manual & staff training

Learning Objectives:

• WHO should receive a W-9
• Verify TIN, EIN, SSN with IRS e-services
• Most common mistakes on 1099’s

Level: Basic
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Taxes 
Program Prerequisites: None
Advance Preparation: None

Guest Speaker: Steven Mercatante - TIR Consulting LLC

Level: Basic

Format: Live Webcast

Field of Study: Taxes

Program Prerequisites: None

Advanced Preparation: None

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.